Enquire
Tell us what you want to understand, such as monthly sales, expenses or booking patterns.
HOW IT WORKS
From business records to useful information.
The process is designed to be clear at each stage, from the first enquiry through to report delivery.
Agree the scope
Discuss the available data, the question to answer, the report format and the expected delivery.
Share data appropriately
Provide only the records needed for the agreed work through an appropriate, access-controlled method.
Check and prepare
Review missing values, duplicates, formats and unusual results before analysing the data.
Analyse and validate
Prepare comparisons and visuals, then check calculations against the source records where possible.
Receive the report
Get the agreed report or dashboard with a simple explanation of the findings and any limitations.
The systems behind the service
The proposed business could use a customer relationship management (CRM) system to organise enquiries and follow-ups, database or controlled cloud storage to keep authorised records organised, and business intelligence (BI) software to prepare reports and dashboards. These systems support different stages of the same workflow and should only share information needed for the task.
✓
Quality and privacy checks
Reports are only as useful as the data behind them. Missing or inconsistent records should be investigated, calculations checked and limitations explained. Customer data should be handled carefully with access restricted to authorised people.